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- 外星人攻占我司外星人攻占我司
  ·03-31
  $励晶太平洋(00575)$AI医疗赛道，B2B2C的模式效率是最高的。通过产品不断优化、数据越积越多，在根本上拉开和同行的技术差距。技术壁垒一旦做起来，面对企业、保险公司这些大客户，议价权就会变强，比如衰老指标检测得更精准，就能支撑更高的订阅定价，同时也把行业门槛拉高了，后面的竞争对手很难复制它的数据和算法优势。
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- 外星人攻占我司外星人攻占我司
  ·2025-08-18
  $美图公司(01357)$付费订阅增长很好，但是看渗透率感觉又有点值得再深究看看，相比于那几家海外大厂还是偏低了，继续跟踪，还有很大增长空间
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